AI for Wealth Management
Quickly analyze client portfolios, cross-check reports, and prep for reviews—all in Excel.
Drift helps wealth managers and RIAs stay efficient by analyzing client spreadsheets, extracting key data from custodian reports or PDFs, and building accurate summaries—without manual cleanup or spreadsheet surgery.
Whether you’re onboarding a new client, running a quarterly review, or rebalancing a portfolio, Drift helps you move faster by cleaning up inputs, validating performance data, and producing clear, actionable outputs.
Use it to:
Whether you’re onboarding a new client, running a quarterly review, or rebalancing a portfolio, Drift helps you move faster by cleaning up inputs, validating performance data, and producing clear, actionable outputs.
01
Track performance
by calculating returns, allocation drift, and drawdowns across time.
02
Cross-check custodial
reports against internal spreadsheets or client-facing summaries.
03
Prep for review
meetings by extracting key metrics and trends from Excel or PDF reports.
04
Onboard new clients
quickly by cleaning, analyzing, and summarizing messy statements/data.
05
Spot anomolies
in asset allocation, performance reporting, or contributions over time.
Example Use Cases
Custodian Report Review
Upload your client's custodian statement as well as your internal Excel workbook. Drift will check that the balances, allocations, and transactions match across all records—and flag any inconsistencies.
“Can you check if every position in the client's attached custodial statement is accurately reflected in the corresponding Excel workbook?”
New Client Onboarding
Drop in a new client’s messy portfolio spreadsheet or multiple custodial account statements. Drift analyzes all of the client's assets, categorizes their holdings and cost-basis, calculates historical portfolio performance, while also highlighting allocation gaps.
“Can you break down the asset allocation for this client across the entire portfolio?”
